Wealth Planning and Estate Strategy Advisor 80-100% (M/F) - FIXED POSITION

Your mission Our client, a recognized Swiss financial institution known for the quality of its support and expertise, is looking for a Wealth Planning and Estate Strategy Advisor to strengthen its team of specialists. Do you want to put your skills at the service of a demanding clientele composed of entrepreneurs, managers, and families with complex estate situations? This opportunity might interest you. Your mission: As a specialist in estate planning, you will accompany clients in the different stages of their life and advise them on high-value-added estate issues. You will work in close collaboration with the wealth management, private client, and business client teams to provide tailored solutions adapted to each client's needs. Your responsibilities: - Accompany clients in their long-term estate reflections - Advise clients in the areas of provision, retirement, taxation, and estate transfer - Develop personalized strategies taking into account family, professional, and succession objectives - Participate in the analysis and structuring of complex estate situations - Collaborate with internal specialists to offer comprehensive support - Develop lasting trust relationships with clients and partners - Contribute actively to business development through your expertise and network - Ensure compliance with regulatory requirements and quality standards Your profile - Higher education in the fields of finance, taxation, provision, or estate management - Confirmed experience in estate planning, wealth planning, estate consulting, or estate engineering - Excellent mastery of topics related to provision, retirement, taxation, and succession - Experience with a demanding private clientele, entrepreneurs, or families with complex estates - Advisory skills, listening, and customer orientation - Ability to simplify technical topics and establish a trust relationship - Entrepreneurial spirit and interest in commercial development - Perfect mastery of French and German Start date: - Immediately or by agreement You want to support a demanding clientele in their most important estate projects? We look forward to exchanging with you in complete confidentiality. Who are we? ValJob Permanent is your expert partner in recruitment and placement of permanent staff in Switzerland. Our mission is to become your preferred partner in the search for the ideal job. With our in-depth knowledge of the Swiss market and our values of integrity and transparency, we support each talent with total commitment.